See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,187 | $95,803-53.9% | $113,168-61.0% | $84,808-47.9% |
| Participation rate | 97.2% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 10.46% | 25.00%-14.5pp | 24.27%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,536 | $2,360-34.9% | $2,975-48.4% | $2,631-41.6% |
| Participant deferral / active EE | $1,895 | $4,242-55.3% | $5,107-62.9% | $4,212-55.0% |
| Admin fee / account holder | $7,021 | $8,989-21.9% | $12,068-41.8% | $7,344-4.4% |